Civic Intelligence

Komatsu America Corp Collectively

EIN 26-1117549 • 501(c)9 • Chicago, IL

Profile

This entity is a voluntary employees' beneficiary association under irc section 501(c)(9) that solely exists to hold funds to pay for qualifying benefits incurred by employees/retirees under certain welfare benefit plans sponsored by komatsu america corp.

8770 W Bryn Mawr Ave Suite 100Chicago, IL 60631

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

52nd percentile

0.04x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.43x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$90,902

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

49th percentile

6.1%

Faster asset growth than 49% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-16%

Faster revenue growth than 9% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$49,622,345

Up $2,851,953 (+6.1%) from 2023

Liabilities

Up

$1,866,950

Up $863,867 (+86%) from 2023

Net Assets

Up

$47,755,395

Up $1,988,086 (+4.3%) from 2023

Revenue

Down

$4,389,164

Down $806,812 (-16%) from 2023

Expenses

Down

$1,424,568

Down $447,384 (-24%) from 2023

Net Income

Down

$2,964,596

Down $359,428 (-11%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $36,324,666Liabilities 2010: $0Net Assets 2010: $36,324,6662010Assets 2011: $35,265,841Liabilities 2011: $0Net Assets 2011: $35,265,8412011Assets 2016: $41,097,026Liabilities 2016: $56,060Net Assets 2016: $41,040,9662016Assets 2017: $43,799,941Liabilities 2017: $47,581Net Assets 2017: $43,752,3602017Assets 2018: $41,979,934Liabilities 2018: $58,636Net Assets 2018: $41,921,2982018Assets 2019: $47,734,813Liabilities 2019: $44,161Net Assets 2019: $47,690,6522019Assets 2020: $52,865,933Liabilities 2020: $1,645,513Net Assets 2020: $51,220,4202020Assets 2021: $46,096,859Liabilities 2021: $1,243,802Net Assets 2021: $44,853,0572021Assets 2022: $43,435,000Liabilities 2022: $461,699Net Assets 2022: $42,973,3012022Assets 2023: $46,770,392Liabilities 2023: $1,003,083Net Assets 2023: $45,767,3092023Assets 2024: $49,622,345Liabilities 2024: $1,866,950Net Assets 2024: $47,755,3952024

Highlighted filing

2024

Assets$49,622,345
Liabilities$1,866,950
Net Assets$47,755,395

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MExpenses 2010: $3,141,2942010Expenses 2011: $2,778,5382011Revenue 2016: $2,779,052Expenses 2016: $3,075,714Net Income 2016: -$296,6622016Revenue 2017: $3,662,239Expenses 2017: $2,679,270Net Income 2017: $982,9692017Revenue 2018: $2,729,396Expenses 2018: $2,293,264Net Income 2018: $436,1322018Revenue 2019: $2,229,115Expenses 2019: $1,713,717Net Income 2019: $515,3982019Revenue 2020: $3,737,596Expenses 2020: $3,380,119Net Income 2020: $357,4772020Revenue 2021: $5,738,180Expenses 2021: $14,666,944Net Income 2021: -$8,928,7642021Revenue 2022: $414,289Expenses 2022: $1,249,209Net Income 2022: -$834,9202022Revenue 2023: $5,195,976Expenses 2023: $1,871,952Net Income 2023: $3,324,0242023Revenue 2024: $4,389,164Expenses 2024: $1,424,568Net Income 2024: $2,964,5962024

Highlighted filing

2024

Revenue$4,389,164
Expenses$1,424,568
Net Income$2,964,596

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 2, 2025
Return Version
2024v5.2
Gross Receipts
$57,915,372
Mission and Program Overview

Mission

This entity is a voluntary employees' beneficiary association under irc section 501(c)(9) that solely exists to hold funds to pay for qualifying benefits incurred by employees/retirees under certain welfare benefit plans sponsored by komatsu america corp.

To provide welfare benefits to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$46,551,622$49,405,221▲ $2,853,599
Rtn Earn Endowment Incm Other Fnds$7,515,998$9,504,084▲ $1,988,086
Accounts Receivable$218,769$217,123▼ $1,646
Cash and Non-Interest-Bearing Accounts$1$1→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$46,770,392$49,622,345▲ $2,851,953
Liabilities
Accounts Payable and Accrued Expenses$1,003,083$1,866,950▲ $863,867
Total Liabilities$1,003,083$1,866,950▲ $863,867
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,767,309$47,755,395▲ $1,988,086
Total Liabilities and Net Assets / Fund Balance$46,770,392$49,622,345▲ $2,851,953
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Corporate Trustee$90,902$90,902
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$543,153
Investment Income
$3,846,011
Other Revenue
$0
Change in Net Assets
$2,964,596
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$303,958
Salaries, Compensation, and Employee Benefits$216,510
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$904,100
Current Officers, Directors, Trustees, and Key Employees---$216,510
Other Expenses---$6,212
Total Functional Expenses$0$0$0$1,424,568
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The organization engages an outside preparer to prepare the form 990. A draft is provided to the trustee for review for accuracy and reasonableness. Once approved, the return is signed and filed.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Komatsu America Corp Collectively
EIN
26-1117549
Phone
8474375800
Address
8770 W BRYN MAWR AVE SUITE 100, CHICAGO, IL 60631

Signing Officer

Name
Megan Miller
Title
VP Corporate Tax
Phone
4146707393
Signed
2025-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Megan Miller
Formed
2007
Legal Domicile
Nv
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
205 N MICHIGAN AVE 2800, CHICAGO, IL 60601-5927
Preparer
Mark Heroux
Phone
3127298000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Interportfolio transfers -313,965.

FORM 990, PART XII, LINE 2C:

The organization has not changed either its oversight process or selection process during the tax year.

Financial Statement Notes

PART X, LINE 2:

Us gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the irs or other applicable taxing authorities. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, the plan is not currently under audit with respect to any tax years in progress.

Raw XML Appendix302 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01003083
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01866950
IRS990/AccountsReceivableGrp/BOYAmt0218769
IRS990/AccountsReceivableGrp/EOYAmt0217123
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE WELFARE BENEFITS TO MEMBERS
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt0904100
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NORTHERN TRUST
IRS990/BooksInCareOfDetail/PhoneNum03126306000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt050 S LASALLE ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060603
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01
IRS990/CashNonInterestBearingGrp/EOYAmt01
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0216510
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0904100
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03846011
IRS990/CYOtherExpensesAmt0303958
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0543153
IRS990/CYRevenuesLessExpensesAmt02964596
IRS990/CYSalariesCompEmpBnftPaidAmt0216510
IRS990/CYTotalExpensesAmt01424568
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04389164
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THIS ENTITY IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION UNDER IRC SECTION 501(C)(9) THAT SOLELY EXISTS TO HOLD FUNDS TO PAY FOR QUALIFYING BENEFITS INCURRED BY EMPLOYEES/RETIREES UNDER CERTAIN WELFARE BENEFIT PLANS SPONSORED BY KOMATSU AMERICA CORP.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0NORTHERN TRUST
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt090902
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0CORPORATE TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02123478
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt055649686
IRS990/GrossReceiptsAmt057915372
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01722533
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01722533
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt046551622
IRS990/InvestmentsPubTradedSecGrp/EOYAmt049405221
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt053526208
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THIS ENTITY IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION UNDER IRC SECTION 501(C)(9) THAT SOLELY EXISTS TO HOLD FUNDS TO PAY FOR QUALIFYING BENEFITS INCURRED BY EMPLOYEES/RETIREES UNDER CERTAIN WELFARE BENEFIT PLANS SPONSORED BY KOMATSU AMERICA CORP.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt045767309
IRS990/NetAssetsOrFundBalancesEOYAmt047755395
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02123478
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02123478
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-662545
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-313965
IRS990/OtherExpensesGrp/Desc0PREMIUM EXPENSE
IRS990/OtherExpensesGrp/Desc1ASO FEES
IRS990/OtherExpensesGrp/TotalAmt0297746
IRS990/OtherExpensesGrp/TotalAmt16212
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MEGAN MILLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0371184
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1171969
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0371184
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1171969
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0625107
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04613674
IRS990/PYOtherExpensesAmt01015619
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0582302
IRS990/PYRevenuesLessExpensesAmt03324024
IRS990/PYSalariesCompEmpBnftPaidAmt0231226
IRS990/PYTotalExpensesAmt01871952
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05195976
IRS990/ReconcilationRevenueExpnssAmt02964596
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07515998
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09504084
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0US GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THE PLAN IS NOT CURRENTLY UNDER AUDIT WITH RESPECT TO ANY TAX YEARS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ENGAGES AN OUTSIDE PREPARER TO PREPARE THE FORM 990. A DRAFT IS PROVIDED TO THE TRUSTEE FOR REVIEW FOR ACCURACY AND REASONABLENESS. ONCE APPROVED, THE RETURN IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERPORTFOLIO TRANSFERS -313,965.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0941715128
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0SPONSOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0KOMATSU AMERICA CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt08770 W BRYN MAWR AVE SUITE 100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd060631
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KOMATSU AMERICA CORP RETIREE WELFARE NONCOLLECTIVELY BARGAINED TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0261117499
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0501(C)(9) ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt08770 W BRYN MAWR AVE SUITE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060631
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0190529
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1371184
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0KOMATSU AMERICA CORP
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1KOMATSU AMERICA CORP
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt046770392
IRS990/TotalAssetsEOYAmt049622345
IRS990/TotalAssetsGrp/BOYAmt046770392
IRS990/TotalAssetsGrp/EOYAmt049622345
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01424568
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01003083
IRS990/TotalLiabilitiesEOYAmt01866950
IRS990/TotalLiabilitiesGrp/BOYAmt01003083
IRS990/TotalLiabilitiesGrp/EOYAmt01866950
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt045767309
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt047755395
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0543153
IRS990/TotalReportableCompFromOrgAmt090902
IRS990/TotalRevenueGrp/ExclusionAmt03846011
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0543153
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04389164
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt046770392
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt049622345
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08770 W BRYN MAWR AVE SUITE 100
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060631
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP CORPORATE TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum04146707393
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KOMATSU AMERICA CORP COLLECTIVELY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BARGAINED WELFARE PLAN VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KOMA
ReturnHeader/Filer/EIN0261117549
ReturnHeader/Filer/PhoneNum08474375800
ReturnHeader/Filer/USAddress/AddressLine1Txt08770 W BRYN MAWR AVE SUITE 100
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060631
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0205 N MICHIGAN AVE 2800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606015927
ReturnHeader/PreparerPersonGrp/PhoneNum03127298000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK HEROUX
ReturnHeader/ReturnTs02025-11-04T13:44:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.